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BlueStem Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

BlueStem Wealth Partners’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-733,431
Closed -$18.8M – 135
2026
Q1 		$18.8M Buy
733,431
+162,355
+28% +$4.36M 2.09% 16
2025
Q4 		$15.4M Buy
+571,076
New +$15.3M 1.7% 16

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

BlueStem Wealth Partners's SCHX Position: Q2 2026 in Review

BlueStem Wealth Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 733,431 shares — an estimated $18.8M sold.

BlueStem Wealth Partners first reported a position in SCHX in Q4 2025 and held it in 2 quarters. The position peaked at $18.8M in Q1 2026. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • BlueStem Wealth Partners reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • BlueStem Wealth Partners sold 733,431 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $18.8M.
  • BlueStem Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q4 2025 and held it in 2 quarters.
  • BlueStem Wealth Partners's Schwab US Large- Cap ETF position peaked at $18.8M in Q1 2026.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.